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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2576
ASB Consultores
Florida
$238K -$196K -3,236 -46%
TFA
2577
Trinity Financial Advisors
Ohio
$238K – – –
EBT
2578
Enterprise Bank & Trust
Massachusetts
$237K +$3.63K +60 +2%
M1FG
2579
Mach-1 Financial Group
Arkansas
$237K -$969K -16,010 -80%
TCBWMS
2580
Texas Capital Bank Wealth Management Services
Texas
$237K +$6.6K +109 +3%
CIA
2581
Cascade Investment Advisors
Oregon
$237K +$61 +1 +0%
AWS
2582
Aspen Wealth Strategies
Colorado
$236K – – –
CFGSD
2583
Compass Financial Group (South Dakota)
South Dakota
$236K +$8.11K +134 +4%
CWM
2584
Cabot Wealth Management
Massachusetts
$236K – – –
JSC
2585
Jackson Square Capital
California
$235K -$517K -8,531 -69%
MF
2586
Manchester Financial
California
$235K -$10.6K -175 -4%
NC
2587
NBW Capital
Massachusetts
$234K -$8.9K -147 -4%
LAM
2588
Lifestyle Asset Management
Texas
$234K +$18.8K +310 +9%
TIA
2589
Tandem Investment Advisors
South Carolina
$233K +$11K +181 +5%
MFG
2590
Menard Financial Group
Texas
$232K – – –
JFGIW
2591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$232K +$57K +941 +34%
LSC
2592
Lesa Sroufe & Co
Washington
$232K – – –
FSA
2593
Fort Sheridan Advisors
Illinois
$232K -$32.1K -530 -12%
PP
2594
PFS Partners
New Jersey
$231K +$12.1K +200 +6%
RF
2595
Rollins Financial
Georgia
$231K -$2.77M -45,760 -92%
FPIS
2596
Financial Planning & Information Services
Wisconsin
$230K -$24K -396 -10%
RWA
2597
Rooted Wealth Advisors
Illinois
$229K +$220K +3,635 New
CGH
2598
CMG Global Holdings
Texas
$229K – – –
RWM
2599
Reston Wealth Management
Virginia
$229K – – –
NQWM
2600
Northwest Quadrant Wealth Management
Oregon
$228K -$5.93K -98 -3%
102 103
104
105 106